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Eryn L
Aug 14, 2020 6:58 AM UTC
Question

Is there any report for Bill and its payment date?

Hey,

 

Does anyone know how to generate a report for paid Bills with the Payment Date and Reference No. displayed in the column as well?

 

I can't find any report that has this feature, and I have tried to customise the report, but couldn't get me the information that I need.

1 reply

Aug 14, 2020 8:47 AM UTC

Yes, I've got an idea on how to generate a report to get the specific information you need, @Eryn L. 

 

Let's run the "Bills and Applied Payments" report to view the paid bills, payment date, and their reference numbers. I'll guide you how. 

  1. Go to Reports from the left menu. 
  2. Locate the What you owe section and select Bills and Applied Payments. 
  3. Set the Report period. 

 

Here's what it looks like after performing the steps above: 

 

You can also customise the report to format things just the way you want them. Then, memorise it to save its current customisation settings. That way, you can quickly access it in your Custom Reports tab anytime. 

 

I'll be right here to help if you need further assistance. Keep safe always, @Eryn L.